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Arete Wealth Advisors’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Arete Wealth Advisors’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,775
Closed -$409K – 688
2022
Q4 		$409K Buy
+7,775
New +$855K 0.04% 370
2022
Q1 		– Sell
-1,857
Closed -$258K – 529
2021
Q4 		$258K Buy
1,857
+1
+0.1% +$136 0.02% 414
2021
Q3 		$242K Buy
+1,856
New +$245K 0.03% 365
2021
Q2 		– Sell
-16,975
Closed -$2.18M – 403
2021
Q1 		$2.18M Buy
16,975
+4,103
+32% +$521K 0.28% 86
2020
Q4 		$1.47M Buy
12,872
+9,334
+264% +$951K 0.21% 106
2020
Q3 		$318K Buy
+3,538
New +$316K 0.05% 282
2020
Q2 		– Sell
-3,088
Closed -$213K – 387
2020
Q1 		$213K Buy
3,088
+96
+3% +$8.47K 0.04% 296
2019
Q4 		$289K Sell
2,992
-1,512
-34% -$140K 0.05% 308
2019
Q3 		$402K Sell
4,504
-632
-12% -$57K 0.08% 249
2019
Q2 		$469K Sell
5,136
-284
-5% -$25.5K 0.09% 230
2019
Q1 		$484K Sell
5,420
-480
-8% -$42.4K 0.1% 213
2018
Q4 		$476K Sell
5,900
-5,126
-46% -$457K 0.12% 196
2018
Q3 		$1.11M Buy
11,026
+1,048
+11% +$105K 0.25% 98
2018
Q2 		$943K Buy
9,978
+1,608
+19% +$148K 0.22% 117
2018
Q1 		$728K Buy
8,370
+2,510
+43% +$219K 0.24% 120
2017
Q4 		$499K Sell
5,860
-1,026
-15% -$85.8K 0.16% 170
2017
Q3 		$566K Buy
6,886
+980
+17% +$76.4K 0.23% 140
2017
Q2 		$461K Buy
5,906
+1,692
+40% +$130K 0.21% 134
2017
Q1 		$323K Buy
+4,214
New +$319K 0.14% 148
2014
Q2 		– Sell
-11,860
Closed -$706K – 132
2014
Q1 		$706K Hold
11,860
– – 0.66% 43
2013
Q4 		$703K Buy
+11,860
New +$675K 0.69% 39

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Arete Wealth Advisors's IJT Position: Q1 2023 in Review

Arete Wealth Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2023, closing a stake of 7,775 shares — an estimated $409K sold.

Arete Wealth Advisors first reported a position in IJT in Q4 2013 and held it in 21 quarters. The position peaked at $2.18M in Q1 2021. 616 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

  • Arete Wealth Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,775 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $409K.
  • Arete Wealth Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2013 and held it in 21 quarters.
  • Arete Wealth Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $2.18M in Q1 2021.
  • 616 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.